Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Blog Series Details Sexual Assaults at Financial Events
By Janet LevauxThe incidents shared by advisor consultant Sonya Dreizler affected 40 women, most — but not all — of whom wish to remain anonymous.
October 10, 2019
Tiburon Bars Fisher From Summits After Lewd CommentsThe development comes a day after an advisor posted a video criticizing Fisher for his "absolutely horrifying" remarks.
October 09, 2019
Ken Fisher's Off-Color Comments at Conference Spark DebateAdvisor Alex Chalekian calls out the industry icon for making "disgusting" references, but Fisher says the comments were "misconstrued."
October 04, 2019
UBS Advisor's Rules: No Account Minimums, No Jerks"I turn down very large opportunities all the time" if the client isn't a good fit, Jason Katz, who advises celebrities and athletes, tells ThinkAdvisor.
October 04, 2019
Envestnet CEO Jud Bergman Remembered as VisionaryTributes to Bergman, who died in a car crash, pour in from Ron Carson, Michael Kitces, Aaron Klein and other members of the advisory and fintech communities.
October 04, 2019
$135M Merrill Team Goes Indie With New RIAThe group, now partnering with TruClarity Wealth Advisors, includes two veteran advisors based near Houston.
October 04, 2019
Envestnet CEO Killed in Car CrashJud Bergman's death has shocked the industry, as leaders like Joe Duran, Michael Kitces and Aaron Klein expressed online.
October 02, 2019
Is Free Trading at E-Trade, Schwab and TD Ameritrade Really a Boon for Investors?No-cost trades could lead to more bad trades and brokerages hawking more costly products, industry watchers say.